+1,144.9%
STX vs INTU
-40.9%
+1,185.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.1% | +10.6% | +7.3% |
| 7D | +10.7% | -7.5% | +18.3% | +12.3% |
| 30D | +11.3% | -1.9% | +13.2% | +10.9% |
| 3M | +3.2% | +4.9% | -1.6% | +0.4% |
| 6M | +157.0% | -33.2% | +190.2% | +180.3% |
| YTD | +229.2% | -51.4% | +280.6% | +303.2% |
| 1Y | +381.8% | -52.0% | +433.8% | +490.6% |
| 3Y | +1,383.2% | -40.7% | +1,423.9% | +1,500.3% |
| 5Y | +1,144.9% | -41.7% | +1,186.6% | +1,135.7% |
| All | +1,144.9% | -40.9% | +1,185.8% | +1,135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling